KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$680K
3
+$634K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$613K
5
MSPRW
MSP Recovery Inc Warrant
MSPRW
+$612K

Top Sells

1
+$33.2M
2
+$9.65M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$767K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$762K

Sector Composition

1 Financials 4.68%
2 Industrials 4.5%
3 Healthcare 4.44%
4 Technology 3.87%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$37K 0.01%
290
+100
277
$36K 0.01%
188
-1,188
278
$35K 0.01%
316
279
$35K 0.01%
1,170
-28
280
$35K 0.01%
849
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281
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282
$35K 0.01%
694
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283
$35K 0.01%
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284
$34K 0.01%
378
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285
$34K 0.01%
188
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286
$34K 0.01%
172
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287
$34K 0.01%
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288
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122
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$34K 0.01%
438
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$33K 0.01%
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291
$33K 0.01%
520
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292
$32K 0.01%
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293
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294
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296
$32K 0.01%
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297
$31K 0.01%
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298
$31K 0.01%
202
299
$30K 0.01%
312
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300
$30K 0.01%
852
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